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Hilton Capital’s take on what’s moving markets and what it could mean for the path ahead. View the archive to read past editions.

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Past Editions

The Disciplined Investor Archive

March 19, 2026

Oil holding at about $100 per barrel is forcing markets to rethink inflation, growth, and the risk of a broader stagflation phase.

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February 26, 2026

AI is shifting from “feature” to “foreman,” and markets may be starting to price in a new divide: workflow orchestrators versus commoditized plumbing.

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January 15, 2026

RIAs dodge an AML curveball, AI moves into daily workflows, and markets signal rotation over recession.

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December 18, 2025

In this issue: Fed cuts rates but future policy seems uncertain, labor cools without cracking, and Regulation S-P’s December 3 deadline marks the real start of compliance work.

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November 06, 2025

Fed Messaging Turns Murky, 401(k) Reform Advances, RIA Risks Reorder

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September 25, 2025

New Power Player in the U.S. Economy

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August 26, 2025

Income Innovation From Hilton & Rate-Cut Signals From Powell

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July 17, 2025

AI's Split Screen: Market Concentration, Uneven Impact

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June 12, 2025

Finding Value in Market Crosscurrents

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May 08, 2025

Introducing The Disciplined Investor – Market Signals You Can’t Afford to Miss

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Subscribe to The Disciplined Investor Newsletter

Hilton Capital’s take on what’s moving markets and what it could mean for the path ahead. View the archive to read past editions.

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